| George Beal | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| George Putnam | Boston Family Office | Boston | Not listed | Percentage of assets, Hourly |
| Georgia Mourtzinou | Savvi Financial | Waltham | Not listed | Percentage of assets, Fixed fees |
| Gregory Racki | Monument Group Wealth Advisors | Concord | Not listed | Percentage of assets, Hourly |
| Hao Jiang | East River Capital Management | Pittsfield | Not listed | Percentage of assets, Hourly |
| Hope Canniff | Advanced Portfolio Design | Westford | Not listed | Percentage of assets, Hourly |
| James Anthony | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| James Carlson | Carlson Planning Company | Mansfield | Not listed | Percentage of assets, Subscription |
| James Daron | Concordia Wealth Management | Chelmsford | Not listed | Percentage of assets, Fixed fees |
| James Jasinski | Cape ANN Capital | Concord | Not listed | Percentage of assets, Fixed fees |
| James Laite | Cadence Wealth Management | Westborough | Not listed | Percentage of assets, Fixed fees |
| James Wood | Insight Financial Strategists | Newton | Not listed | Percentage of assets, Hourly |
| Jared Manville | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Jarrod Sherman | Strategic Planning Group | Wellesley | Not listed | Percentage of assets, Fixed fees |
| John Bass | One DAY in July | Northampton | Not listed | Percentage of assets, Fixed fees |
| John Cranston | Cranston Capital Management | Boston | Not listed | Percentage of assets, Hourly |
| John Drohan | Main Effort Financial | Holliston | Not listed | Percentage of assets, Hourly |
| John Ollquist | Exchange Place Advisors | Canton | Not listed | Percentage of assets, Hourly |
| John Smitka | Signal Ridge Capital Partners | Framingham | Not listed | Percentage of assets, Hourly |
| John Yanchek | Montis Financial | Waltham | Not listed | Percentage of assets, Hourly |
| Jonathan Asher | Exemplar Wealth Partners | Hingham | Not listed | Percentage of assets, Fixed fees |
| Jonathan Taylor | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Jonathan Yeager | Marathon Financial Group | Boston | Not listed | Percentage of assets, Fixed fees |
| Joseph Bruderman | Bruderman Private Wealth | Stoneham | Not listed | Percentage of assets, Hourly |
| Joseph Calvetti | Still River Financial Planning | Ayer | Not listed | Hourly, Fixed fees |
| Joseph Kendall | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Joseph Rosano | R.A.I. Financial Services | Lynnfield | Not listed | Percentage of assets, Hourly |
| Joshua Coffey | Beacon Financial Planning | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Joshua Sedlecky | Single Point Partners | Boston | Not listed | Fixed fees |
| Juan De Jesus | Spotlight Investment | Boston | Not listed | Percentage of assets, Fixed fees |
| Katherine Dimascolo | Beacon Financial Planning | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Kathleen Kane | Beacon Financial Planning | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Kian Pashapour Nikoo | Nvest Financial | Danvers | Not listed | Percentage of assets, Hourly |
| Kimberly Swift | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Kimberly Tirrell | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Lauris Lambergs | Renaissance Wealth Advisors | Newton | Not listed | Percentage of assets, Fixed fees |
| Marco Farina | Beacon Financial Planning | Hyannis | Not listed | Percentage of assets, Fixed fees |
| Mark Everett | Diversified Financial Management | Norwell | Not listed | Percentage of assets, Hourly |
| Maurice Patterson | Mayflower Advisors | Boston | Not listed | Percentage of assets, Fixed fees |
| Melvin Cutler | Cutler Capital Management | Worcester | Not listed | Percentage of assets, Fixed fees |
| Michael Baldwin | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Nathan Stewart | Baldwin Wealth Partners | Marion | Not listed | Percentage of assets, Fixed fees |
| Patrick Xavier | Davis Wealth Advisors | Cambridge | Not listed | Percentage of assets, Hourly |
| Paul Stone | Genesis Wealth Advisors | Stoughton | Not listed | Percentage of assets, Hourly |
| Paul Travis | Community Financial Group | Marlborough | Not listed | Percentage of assets, Hourly |
| Peter Wurszt | Savlan Wealth Partners | East Longmeadow | Not listed | Percentage of assets, Hourly |
| Raymond Laporte | Martha's Vineyard Investment Advisors | West Tisbury | Not listed | Percentage of assets, Hourly |
| Rene Jarquin | Single Point Partners | Boston | Not listed | Fixed fees |
| Rhonda Murray | Murray Financial Advisors | North Chelmsford | Not listed | Percentage of assets, Hourly |
| Robert Abraham | Abraham, Robert Ralph JR | Salem | Not listed | Percentage of assets, Hourly |